CONCORD, Calif., Jan. 16, 2024 (GLOBE NEWSWIRE) -- AssetMark, a wealth management platform powering independent financial advisors and their clients, today announced the launch of its new Tax Management Services, a testament to its commitment to advisors' needs and preferences. The comprehensive and user-friendly set of solutions helps drive better outcomes on taxable assets through a personalized process that is straightforward and seamless for both advisors and clients. "Advisors have long sought a robust ...

CONCORD, Calif., Jan. 10, 2024 (GLOBE NEWSWIRE) -- AssetMark Financial Holdings, Inc. (NYSE:AMK) released its "AssetMark Monthly Knowledge" Report today. Company results for the month of December 2023 include: Platform assets of $108.9 billion at the end of December, up 19.0% year-over-year.Net flows were $628 million in the month of December, up 82.0% year-over-year.AssetMark Trust Company client cash was $3.05 billion, down 13.8% year-over-year.Number of households increased 5.4% year-over-year to 254,110 ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q3 2023 Earnings Conference Call November 6, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head of IR Michael Kim - CEO Gary Zyla - EVP & CFO Conference Call Participants Michael Cho - JPMorgan Jeff Schmitt - William Blair Patrick O'Shaughnessy - Raymond James Daniel Fannon - Jefferies Operator Good afternoon, everyone, and welcome to AssetMark's Third Quarter 2023 Earnings Conference Call. Currently, all participants are in a listen-only mode. Later, w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share AMK New York Stock Exchange FORM 10-Q _______________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR o TRANSITION REPORT PURSUANT TO ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q2 2023 Earnings Conference Call August 2, 2023 5:00 PM ET Company Participants Taylor Hamilton – Head-Investor Relations Natalie Wolfsen – Chief Executive Officer Gary Zyla – Executive Vice President and Chief Financial Officer Conference Call Participants Michael Cho – JPMorgan Dan Fannon – Jefferies Jeff Schmitt – William Blair Patrick O’Shaughnessy – Raymond James Operator Good afternoon, everyone. And welcome to AssetMark’s Second Quarter 2023 Earnings Conf ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _______________________________________________ Title of each class Trading symbol(s) Name of each exchange on which registered Common stock, par value $0.001 per share AMK New York Stock Exchange FORM 10-Q _______________________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 OR o TRANSITION REPORT PURSUANT TO SECT ...

AssetMark Financial Holdings, Inc. (NYSE:AMK) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Taylor Hamilton - Head, IR Natalie Wolfsen - CEO Gary Zyla - EVP, Principal Accounting Officer and CFO Conference Call Participants Michael Cho - JPMorgan Jeff Schmitt - William Blair Patrick O'Shaughnessy - Raymond James Operator Good afternoon, everyone, and welcome to AssetMark's First Quarter 2023 Earnings Conference Call. Currently, all participants are in a listen-only mode. Later ...

1Q23 Earnings Presentation May 3, 2023 For general public use. Forward looking statements and non-GAAP financial measures Forward-Looking Statements Forward-looking statements include all statements that are not historical facts and can be identified by terms such as "will," "may," "could," "should," "believe," "expect," "estimate," "potential" or "continue," the negative of these terms and other comparable terminology that conveys uncertainty of future events or outcomes. These forward-looking statements i ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-38980 ASSETMARK FINANCIAL HOLDINGS, INC. (Exact name of registrant as specified in its charter) Delaware (State or other jurisd ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2022 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _____ to ______ Commission File Number: 001-38980 ASSETMARK FINANCIAL HOLDINGS, INC. (Exact name of registrant as specified in its charter) | --- | --- | --- | --- ...